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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,910 | $171,492-24.8% | $150,734-14.5% | $198,609-35.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 16.16% | 804.70%-788.5pp | 600.81%-584.6pp | 202.70%-186.5pp |
| Employer contribution / active EE | $20,521 | $5,470+275.2% | $4,918+317.2% | $5,055+305.9% |
| Participant deferral / active EE | $4,091 | $6,259-34.6% | $5,610-27.1% | $6,977-41.4% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |